Yueqi Yang

The regional firm pulled its latest hires from Wells Fargo and Merrill Lynch.

Morgan Stanley alone lost 11 teams managing about $7 billion after its abrupt exit from the protocol pact, according to recent hiring announcements.

The funds will classify stocks using artificial intelligence.

They will incorporate trade data from as far back as 2014.

The group is the second team to join the Tucson branch in two weeks.

The duo is part of an ongoing exodus of wirehouse advisors to smaller regional firms and independent brokerages

AdvicePay from Alan Moore and Michael Kitces is aimed at streamlining payments to advisors.

After announcing it would exit the Broker Protocol, Morgan Stanley lost advisors managing approximately $7 billion in client assets.

The firm has $1.9 billion invested in companies that back regimes in Sudan, Syria and Myanmar, according to a non-profit group.

The wirehouses have lost teams overseeing more than $12 billion in client assets over the past month, according to recent hiring announcements.

The regional firm's new Palos Verdes, California, branch furthers its expansion in the region.

The firm continues to expand in South Florida by adding a primarily fee-based advisor.

The regional firm picks up six advisors, including a father and a son.

Bernard Parker spent his client's money on his home, car and father-in-law’s bills, according to federal prosecutors.

The number of transactions is expected to increase over 20% from 2016.

The recruits are a boost to the growing regional firm's footprint.

Independent and regional firms have been maintaining strong appeal with new recruits.

David Safarian is the latest wirehouse advisor to join the regional broker-dealer.

Regional firm’s Miami branch marks continued southeastern expansion.

The U.S. Private Equity Access Fund Platform includes 33 offerings and more than 7,000 domestic and international investors.